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A Whole New World: Best Practices for Donor and Beneficiary Interactions

Let's explore why we CANNOT require thank you notes or luncheon attendance or promise donor involvement in selection processes—and what we CAN do in place of these things! Jump on the magic carpet and let's explore a world beyond what we know (or have always done)!

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A Whole New World: Best Practices for Donor and Beneficiary Interactions
A Whole New World: Best Practices for Donor and Beneficiary Interactions

Time & Location

Oct 10, 2023, 1:00 PM – 2:00 PM EDT

On-Demand Webinar | $60

About the Event

It's a whole new world when it comes to expectations in the philanthropic relationship for the donor, organization, and beneficiary. How do we give our donors what they most want—access and interaction with beneficiaries (seeing their gifts at work!)—while adhering to federal regulation, DEI standards, and setting a sustainable precedence for staff? Let's explore why we CANNOT require thank you notes or luncheon attendance or promise donor involvement in selection processes—and what we CAN do in place of these things! Jump on the magic carpet and let's explore a world beyond what we know (or have always done)!

Learning Outcomes:

  1. Identify appropriate expectations for donors, organizations, and beneficiaries
  2. Explore solutions to phase out negative practices
  3. Define what regulations govern this activity so you can make the case for change!

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